Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Glidden Tracey is a registered investment advisor representative with Fisher Investments. Trevor Tracey has been in the financial services industry since September 2018 and is registered with the state of Texas. Trevor Tracey holds a Series 65 license, which permits the individual to provide investment advice. Trevor Tracey is based in Plano, Texas, and is currently licensed to provide investment advice in the state of Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
04/08/2019 - Present
Fisher Investments (PLANO TX)
IA
Issued 04/08/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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